KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$22.3M
3
+$18M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$17M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.31%
2 Financials 4.69%
3 Healthcare 4.17%
4 Communication Services 3.83%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
+12
602
$2K ﹤0.01%
+24
603
$2K ﹤0.01%
+21
604
$2K ﹤0.01%
+12
605
$1K ﹤0.01%
+15
606
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+8
607
$1K ﹤0.01%
+3
608
$1K ﹤0.01%
+15
609
$1K ﹤0.01%
+17
610
$1K ﹤0.01%
+64
611
$1K ﹤0.01%
+53
612
$1K ﹤0.01%
+12
613
$1K ﹤0.01%
+33
614
$1K ﹤0.01%
+11
615
$1K ﹤0.01%
+21
616
$1K ﹤0.01%
+49
617
$1K ﹤0.01%
+3
618
$1K ﹤0.01%
+8
619
$1K ﹤0.01%
+7
620
$1K ﹤0.01%
+61
621
$1K ﹤0.01%
+6
622
$1K ﹤0.01%
+5
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25